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Laird Norton Wetherby Wealth Management’s Factset FDS Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$418K Buy
1,460
+793
+119% +$303K 0.02% 640
2025
Q2 		$298K Buy
+667
New +$292K 0.01% 726
2024
Q4 		$325K Sell
676
-5
-0.7% -$2.38K 0.02% 677
2024
Q3 		$313K Sell
681
-29
-4% -$12.3K 0.01% 714
2024
Q2 		$290K Sell
710
-78
-10% -$33.1K 0.01% 723
2024
Q1 		$358K Hold
788
– – 0.02% 680
2023
Q4 		$376K Buy
788
+51
+7% +$23K 0.02% 646
2023
Q3 		$322K Buy
737
+14
+2% +$5.96K 0.02% 671
2023
Q2 		$290K Sell
723
-20
-3% -$8.07K 0.02% 729
2023
Q1 		$308K Sell
743
-2
-0.3% -$833 0.02% 693
2022
Q4 		$299K Sell
745
-30
-4% -$12.8K 0.02% 683
2022
Q3 		$310K Buy
775
+71
+10% +$30.1K 0.02% 647
2022
Q2 		$271K Buy
704
+125
+22% +$48.9K 0.02% 719
2022
Q1 		$251K Sell
579
-19
-3% -$8.02K 0.01% 775
2021
Q4 		$291K Buy
598
+10
+2% +$4.48K 0.02% 726
2021
Q3 		$232K Buy
+588
New +$214K 0.01% 807

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FDS Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Factset (FDS) stake by 119% in Q3 2025, buying an estimated $303K and bringing the position to 1,460 shares worth $418K. The position accounts for 0.02% of the portfolio, ranked #640.

Laird Norton Wetherby Wealth Management first reported a position in FDS in Q3 2021 and has held it in 16 quarters since. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 1,460 shares of Factset worth $418K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 793 Factset shares in Q3 2025, an estimated $303K.
  • Factset made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #640 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Factset in Q3 2021 and has held it in 16 quarters since.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.